SBI Securities’s Burlington BURL Stock Holding History

SBI Securities’s Portfolio BURL Stock Details BURL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-74	Closed	-$21.4K	–	4040
2025 Q4	$21.4K	Buy	+74	New	+$20.1K	﹤0.01%	1417
2025 Q1	–	Sell	-10	Closed	-$2.85K	–	4141
2024 Q4	$2.85K	Buy	+10	New	+$2.7K	﹤0.01%	2147

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SBI Securities's BURL Position: Q1 2026 in Review

SBI Securities sold out of Burlington (BURL) in Q1 2026, closing a stake of 74 shares — an estimated $21.4K sold.

SBI Securities first reported a position in BURL in Q4 2024 and held it in 2 quarters. The position peaked at $21.4K in Q4 2025. 628 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

SBI Securities reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
SBI Securities sold 74 Burlington shares in Q1 2026, an estimated $21.4K.
SBI Securities first reported a position in Burlington in Q4 2024 and held it in 2 quarters.
SBI Securities's Burlington position peaked at $21.4K in Q4 2025.
628 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.